Jackson Hill Advisors as of June 30, 2024
Portfolio Holdings for Jackson Hill Advisors
Jackson Hill Advisors holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 11.0 | $20M | 190k | 105.24 | |
| Amazon (AMZN) | 10.7 | $20M | 101k | 193.25 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 10.5 | $19M | 460k | 41.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.1 | $17M | 91k | 183.42 | |
| AutoZone (AZO) | 8.2 | $15M | 5.1k | 2964.10 | |
| Mastercard Incorporated Cl A (MA) | 8.0 | $15M | 33k | 441.16 | |
| Lowe's Companies (LOW) | 7.6 | $14M | 63k | 220.46 | |
| S&p Global (SPGI) | 7.3 | $13M | 30k | 446.00 | |
| Microsoft Corporation (MSFT) | 6.9 | $13M | 28k | 446.95 | |
| Copart (CPRT) | 6.3 | $11M | 211k | 54.16 | |
| Toll Brothers (TOL) | 5.6 | $10M | 89k | 115.18 | |
| Pulte (PHM) | 4.6 | $8.4M | 77k | 110.13 | |
| D.R. Horton (DHI) | 4.3 | $7.8M | 55k | 140.93 |
